See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,653 | $105,998-16.4% | $92,233-3.9% | $147,584-39.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.15% | 50.05%-34.9pp | 176.28%-161.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,731 | $4,333-60.1% | $3,679-53.0% | $4,876-64.5% |
| Participant deferral / active EE | $2,712 | $4,478-39.4% | $3,897-30.4% | $5,439-50.1% |
| Admin fee / account holder | $284 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |